See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,221 | $159,602-64.1% | $150,045-61.9% | $142,382-59.8% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.3%+5.2pp | 80.1%+7.4pp |
| Annual return | 15.79% | 70.24%-54.5pp | 62.55%-46.8pp | 217.08%-201.3pp |
| Employer contribution / active EE | $5,012 | $4,961+1.0% | $4,693+6.8% | $4,299+16.6% |
| Participant deferral / active EE | $8,991 | $8,310+8.2% | $7,997+12.4% | $6,507+38.2% |
| Admin fee / account holder | $3,560 | $14,846-76.0% | $13,435-73.5% | $12,624-71.8% |